FURTHER EDUCATION INITIAL TEACHER TRAINING. Bursary Guide Academic Year 2014/15

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1 FURTHER EDUCATION INITIAL TEACHER TRAINING Bursary Guide Academic Year 2014/15 REVISED JUNE 2014

2 Record of Changes from previous Guide Description Change to amend incorrect bursary value for holders of 2.1 degree intending to study English. Reference Section 1 page 4, Figure 1 Section 2 page 8 Figure 2 Q and A page 31

3 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Contents Section 1: Introduction and Overview 3 Section 2: Core Bursary Award and Eligibility 6 Section 3: Assessing UK Academic Qualifications 10 Section 4: Assessing Overseas Qualifications 14 Section 5: Admissions 18 Section 6: Eligibility Criteria for Receiving the Bursary 19 Section 7: Subject Knowledge Enhancement programme 23 Section 8: Training bursary payments 24 Section 9: Monitoring and Assurance 29 Annex A: Frequently asked questions 30 Page 2 of 39

4 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Section 1 Introduction and Overview Introduction 1.1 This guide covers the operational delivery of Further Education (FE) initial teacher training (ITT) bursaries. Its primary audience is ITT providers, but it can be used as a source of reference for trainees. This is a live document and subsequent revisions may be issued. This revised version is dated April 2014 and appliers to the second year of the bursary scheme. The information, training bursary rates, qualifying subjects and associated degree classifications contained within this document are all relevant for trainees starting training during academic year 2014/15 only. 1.2 Although there are similarities with the school teacher bursary scheme, this is a separate arrangement. 1.3 This is the second year of operation of this scheme. The funding available is limited and will be allocated on a first come basis first served basis. Early application is therefore advisable for students who meet the necessary qualifying requirements. Overview 1.4 The training bursary is a financial incentive to attract and retain new high quality graduates to become teachers in the Further Education (FE) sector. Bursary levels will vary according to the degree classification held by the trainee and the specialism in which they wish to train to teach ie English language, mathematics (from basic to GCSE and level 3), or supporting learners with special educational needs (SEN) 1. Trainees must have at least a 3 rd class degree to access a bursary for mathematics, and at least a 2:1 degree for the English language or SEN bursaries. 1.5 The bursary scheme has been designed to acknowledge a trainee s prior academic achievements and their potential to teach, with the top tier of the bursary payments for trainees with 1 st class degrees, the second tier for those with a 2:1, a third tier aligned with 2.2 and the fourth tier with a 3 rd class degree. The 2.2 and 3 rd class degree apply to mathematics only. Trainees with a 3 rd class degree must hold at least a grade B at A level maths. Figure 1 provides an overview of the financial incentives and eligibility criteria for trainees. The eligible bursary awards and levels are outlined in more detail in Section 2 of this guide. 1 Commonly referred to as learning difficulties and disabilities in the FE sector Page 3 of 39

5 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Figure 1 Available financial incentives and eligibility criteria ITT Specialism Degree Class First rd Mathematics 20,000 20,000 15,000 9,000 2 English 9,000 4,000 No bursary No bursary SEN 9,000 4,000 No bursary No bursary 1.6 Providers will receive monthly bursary payments to pass on to trainees who are eligible for the bursary. The amount of these monthly payments will reflect the total needed to pass on to eligible trainees, in accordance with the schedule set out in Section 8 of this guidance. Bursary funding is limited and once all of the funding has been allocated no more will be available. Providers should allocate bursaries to qualifying trainees on a first come first served basis, whilst being mindful that allocations are to cover English, mathematics and SEN. 1.7 The total amount of bursary funding will be paid based on the trainee records that providers will submit, which will detail the level of bursary awarded. ITT providers will only receive an allocation once we know about an eligible trainee(s) starting training. The amount will be sufficient to cover instalments as outlined in Section 8. Payments will be adjusted in-year to reflect the actual trainee records to take into account any withdrawals and trainee information returns completed by providers. The bursary application form can be downloaded via the following link Failure to follow the process will delay payment. 1.8 The level of bursary that a trainee is eligible for will depend on their most relevant academic qualification, combined with the specialism in which they are training to teach. For the purpose of awarding the bursary to a trainee, providers should take the highest relevant academic qualification that aligns with a bursary tier. This, combined with the specialism on which their training is focused, will determine the level of bursary award for which the trainee is eligible. 2 Must hold at least a B at A level in maths. Trainees will not be entitled to this bursary if they are also entitled to a higher bursary based on degree class Page 4 of 39

6 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/ The bursary is available to all eligible home or European Union (EU) status trainees on eligible post graduate routes that provide specialist training in English or mathematics or teaching students with SEN. Trainees should hold at least a UK degree or equivalent, with at least a 3 rd class to be eligible for the mathematics bursary and a 2.1 class to be eligible for the English Language or SEN bursaries. Eligibility status is determined by the provider and must be established prior to making any decisions on bursary entitlement Where the trainee has a degree from outside the UK, providers may find the Information about Overseas Equivalence Section 4 helpful in reaching a decision about overseas degree equivalence to UK degree classification Providers must distinguish between eligibility for the bursary and eligibility for a post graduate ITT route at their institution. Being ineligible for a bursary should not make a trainee ineligible for an ITT place. There is no requirement for providers to decline applications solely because the trainee is ineligible for a bursary or because the available bursary funds have been allocated. Providers continue to control the selection and recruitment of ITT trainees and this process of selection and recruitment remains independent of bursary eligibility Trainees who are not able to convince the ITT provider that they have the necessary underpinning knowledge to teach maths across the full range may be considered to attend a Subject Knowledge Enhancement (SKE) programme to help bring them up to the required standard Further details of the SKE programme are set out are set out in Section 7. Withdrawals from ITT programmes 1.14 Trainees in receipt of a bursary who withdraw from their course are entitled to be paid the training bursary for each month up to, and including, the month in which they withdrew. Trainees will only be entitled to receive the bursary payment for the month they withdrew if they were still on the course on the day the payment was made Providers must inform immediately when a trainee withdraws from an ITT programme or from continuing with the specialism agreed with the provider at the start of the course. Page 5 of 39

7 Suspended Trainees Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/ Trainees who are suspended from their course pending investigation may continue to receive their bursary payments. Payments will be stopped immediately if a decision is reached to conclude their programme. Any final bursary payment will be determined using the rule in paragraph Any payments made in error by the ITT provider may be recovered from the trainee. Page 6 of 39

8 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Section 2 - Core Bursary Award Eligibility and Duration Eligibility 2.1 Bursaries are only for those trainees taking a specialist teaching qualification for either English, mathematics or SEN; to equip them with the knowledge, pedagogy and confidence to teach English, mathematics and numeracy from basic level through to GCSE and students with special educational needs. However, trainees on generic programmes may also be entitled to bursaries if they follow a specialist pathway through the optional units and in the providers opinion, the combination of course content, teaching practice in the subject specialism and existing qualifications, equips them to teach English and mathematics from basic to GCSE and level 3, or to teach students with SEN. It will be for providers to make judgements about this, and the extent to which for particular trainees, additional specialist training and teaching practice might be required. The ITT qualifications are specified in para The bursary level and award is dependent on the area in which the trainee wishes to teach and the outcome of their most relevant qualification. The subject of the trainee s academic qualification is also an important consideration in determining eligibility for the English and mathematics bursary. It will be for providers to make judgements about this, using the following guidelines: Mathematics 2.3 To teach mathematics, trainees should ideally have a mathematics degree; or a joint degree with mathematics; or a degree like physics or engineering, where the mathematics element is significant. But other degrees will be considered, subject to the ITT provider s judgement that the applicant has the necessary underpinning knowledge, skills and capacity to teach mathematics to students from basic to GCSE and level 3. English Language 2.4 To teach English language, trainees should have an English language degree, or a humanities degree with a significant English language or linguistics component. But other degrees will be considered subject to the ITT provider s judgement that the applicant has the necessary underpinning knowledge, skills and capacity to teach English language to students from basic to GCSE level. SEN 2.5 There will be no specific subject requirement for trainees who wish to apply to specialise in SEN teaching. It is for providers to judge that the applicant has the potential to teach students with SEN in FE. Page 7 of 39

9 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Duration 2.6 The bursary award is fixed for the duration of the trainee s ITT programme and will not vary according to the length or mode of the programme. 2.7 Bursaries are not only financial incentives to encourage high quality graduates into ITT, but are intended to encourage successful retention and completion of the course. Bursary payment arrangements can be found in Section 8 of this guide. 2.8 Figure 2 sets out the bursary rates for academic year (AY) 2014/15. These are relevant to (AY) 2014/15 only and do not provide assurances about any future bursary rates. We advise against providers giving any assurance to potential trainees on future bursary rates until these are released by the Department for Business Innovation and Skills. Figure 2: Financial incentives for those who train in 2014/15 ITT Specialism Degree Class First rd Mathematics 20,000 20,000 15,000 9,000 3 English 9,000 4,000 No bursary No bursary SEN 9,000 4,000 No bursary No bursary 2.9 Figure 3 provides an overview of the key considerations to be taken into account when assessing whether a trainee is eligible for financial support via the bursary funding. 3 Must hold at least a B at A level in maths. Trainees will not be entitled to this bursary if they are also entitled to a higher bursary based on degree class Page 8 of 39

10 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Figure 3: Considering a trainee s eligibility for financial support Candidate is a home or EU status trainee. If not, NO bursary available. Holding a first class or equivalent degree or Phd Holding a 2.1 or equivalent degree or Masters. Holding a 2.2 or equivalent degree Holding a 3 rd class degree, Aegrotat, ordinary degree English SEN Maths Maths English SEN Maths English SEN English SEN 9,000 20,000 4,000 15,000 Not eligible for a bursary Holding a 3 rd class degree Maths 9,000 NB an ITT provider and trainee may agree that an SKE maths programme is needed as a condition for entering ITT and receiving a bursary (see section 7) Eligible ITT subjects 2.10 Mathematics will attract a bursary if the trainee has a 3 rd class degree or above. English language and SEN programmes will attract a bursary if the trainee has a 2:1 degree or above. The bursary levels will vary depending on the trainee s degree classification and subject, as shown in figure 2 above PhDs will attract the same bursary award as a 1 st class honours degree; and Master s degrees will attract the same bursary award as a 2:1. However there are some restrictions on this - please see Section 4 for further information. Non-eligible ITT subjects 2.12 Trainees on all other ITT courses will not be eligible for bursaries under this scheme, regardless of a trainee s degree class. Details of which academic qualifications are linked to the relevant bursary levels are given in Section 4. Page 9 of 39

11 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Section 3 - Assessing UK Academic Qualifications Honours and Ordinary Bachelor s Degrees 3.1 The Framework for Higher EducationQualifications inengland,wales and Northern Ireland (FHEQ), maintained by the Quality and Assurance Agency for Higher Education (QAA), sets out that someone who holds a Bachelor's degree with honours will have developed an understanding of a complex body of knowledge, some of it at the current boundaries of an academic discipline. In addition, holders of this award will be able to evaluate evidence, arguments and assumptions, to reach sound judgements and to communicate them effectively. (Quality and Assurance Agency for Higher Education, 2008). Honours degree holders will usually have completed an independent dissertation or thesis relating to the subject in which they are specialising and will have undertaken considerably fewer contact hours than an ordinary degree. The length of study for a full-time Bachelor s degree with honours usually equates to three years; longer for the part- time equivalent. Honours degrees require 370 credits for completion. 3.2 Ordinary Bachelor s degrees are largely taught degree programmes, with less specialisation or independent study involved and the outcome can sometimes be a licence to train in a particular subject, such as accounting. A trainee may sometimes be transferred from an Honours programme onto an Ordinary degree programme if they have not achieved the required grades throughout the programme, to graduate with Honours. Open Degrees from the Open University awarded without honours, would fall into this category and would not be eligible for bursaries in their own right. Medical First Degrees 3.3 First degrees in medicine which are qualifying awards in professional terms are not classified. Although usually entitled Bachelor, they are at level 7 (Master s level) on the FHEQ. However, this will apply only to degrees that are 5 years in length. Trainees holding these 5-year degrees in Medicine, Dentistry, Vetinerary Science and Surgery can be awarded the middle tier or 2:1 level of bursary for the subject in which they wish to train to teach. These degrees can be funded from a provider s core bursary allocation. Trainees who hold a 1st or distinction in an integrated masters medical degree will be entitled to the top level bursary. 3.4 However, there are also medical Bachelor s degrees which may be awarded as exit awards to students who satisfy the criteria specified but fail to meet the criteria for progression to the fourth or fifth year of the qualifying medical degree. These are often called Bachelor s of Medical Science (B Med Sci). Trainees holding these degrees can be awarded the bottom tier or 2:2 level of bursary for the subject in which they will train to teach. These can also be awarded from a provider s core bursary allocation. Page 10 of 39

12 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/ As a number of award titles may be used in both categories of award, providers are advised to check individual instances with the relevant awarding bodies before making a decision about awarding bursaries. List of Eligible Academic Qualifications 3.6 One of the conditions for receiving the bursary is that the trainee holds a UK degree or equivalent, with at least 2 nd class honours (except for maths which may be a 3 rd class honours). However, for the purposes of determining the bursary award, providers should take the trainee s highest relevant academic qualification that aligns with a bursary tier. Figure 4 sets out the eligible academic qualifications and equivalent bursary award. Figure 4: Higher qualifications and bursary tier eligibility Highest qualification PhD 7 1 st 2:1 2:2 3 rd X (maths only) Not eligible 1 st class honours degree *8 X Medical Masters (distinction) X Masters 9 X 2:1 honours degree X 2:2 honours degree X 3 rd class honours degree 10 X Aegrotat Ordinary degree No first degree X X X 7. Honorary doctoral degrees are not recognised by QAA as academic qualifications. 8. May include Integrated Masters, please refer to section These do not include the MA granted on application by the University of Oxford or Cambridge. Please see Section 4 for more details. * or equivalent, supported by the data in the Overseas Equivalence Data document. 10. Must hold at least a B at A level in maths Page 11 of 39

13 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/ Aegrotats are degrees awarded if a trainee was unable to sit their final exams due to illness and are not eligible for the bursary in their own right. Non-honours and Ordinary degrees are also ineligible for the bursary in their own right. Trainees who do not hold a first degree or equivalent at second class honours or above will not be eligible for a bursary in principle unless they have an eligible relevant higher academic qualification, as set out in figure two. Trainees who do not hold a first degree or equivalent of at least second class honours, but hold a postgraduate certificate (PGCert) or diploma (PGDip) as their highest qualification will not be eligible for a bursary. PhD and Masters Qualifications 3.8 PhD and Masters-level qualifications may include other UK qualifications deemed by the provider to have the same level of academic breadth and depth. These qualifications can be funded from a provider s bursary allocation. 3.9 If a provider is using a higher academic award, i.e. PhD or Masters, to uplift the bursary entitlement they must seek confirmation that the qualification was completed. If the outcome is not yet known, the bursary award must be made based on the highest relevant academic award on the date the trainee started. If the trainee successfully gains the higher award a retrospective uplift can be applied. In these circumstances please contact the Funding Team for further information at: Master s Degrees 3.10 The FHEQ describes Master s degrees as separate from other postgraduate qualifications in their increased intensity, complexity and density of s t u d y. (Quality and Assurance Agency for Higher Education, 2008). Masters degrees are awarded after the completion of taught courses, programmes of research or a mixture of both an d the FHEQ s descriptor for Master s degrees states that they typically include planned intellectual progression that often includes any optic/research or scholarly activity. The level of study associated with a Masters degree should typically equate to one calendar year full-time. These do not include the Master of Arts ( MA) which are g ranted, on application, by Oxford, and the University of Cambridge, to graduates of these universities with a Bachelor of Arts (B A). 1 Master s degrees which are offered as part o f a trainee s route to QTS, will not count for the purposes of assessing eligibility. 1 The MA is normally granted, on application, to graduates of these universities with a Bachelor of Arts (BA). No further assessment or study is needed but the recipient may pay a fee. At the University of Oxford, the MA may be granted during or after the twenty-first term from matriculation and at the University of Cambridge, the MA may be granted six years after the end of the first term. Page 12 of 39

14 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Integrated Master s Degrees 3.11 Integrated Master s degrees are undergraduate programmes extended by one year to enable students t o r each Master s level. Providing they have reached a suitable standard of achievement after three years of Bachelor s level-study, students can study for a fourth year for a Master s degree where the academic level of work in the fourth year is at Master s rather than at Bachelor s level. These programmes are normally found in science and engineering academic disciplines, and the usual degree awarded is M Eng or a named integrated Master s degree such as M Phys (Masters of Physics) or M Chem (Masters of Chemistry). Completed Integrated Master s degrees are equivalent to Level 7 (Master s degree) on the FHEQ and trainees who have achieved a distinction are eligible to receive the top tier bursary. Trainees who took an Integrated Masters but didn t have a degree classification or pass/merit distinction, they can be considered for the higher top tier bursary, but the provider will be required to demonstrate that the trainee is of high quality. Trainees that did not complete the final year can be awarded a bursary based on their final degree classification on exit and the subject in which they train to teach. Doctoral Degrees 3.12 The FHEQ s descriptor of Doctoral degrees sets out that they are awarded for the creation and interpretation, construction and/or exposition of knowledge which extends the forefront of a discipline, usually through original research. (Quality and Assurance Agency for Higher Education, 2008). Professional doctoral programmes that may include a research component, but which have a substantial taught element lead usually to awards which include the name of the discipline in their title (Ed.D, DClinPsy or DBA are common examples). The titles PhD and DPhil are commonly used for doctoral degrees awarded on the basis of original research. The level of study associated with a doctoral degree should typically equate to 3 calendar years full-time for a research-based doctoral degree although it may take up to 5 years of full-time study for a professional doctoral degree. Honorary doctorates are not eligible academic qualifications and are not accepted by QAA as academic qualifications. Page 13 of 39

15 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Section 4 - Assessing Overseas Qualifications NARIC equivalence data 4.1 When selecting trainees with overseas degrees, ITT providers should ensure that they follow the appropriate procedures when assessing overseas qualifications and ensure that they are compliant with the ITT requirements. This will involve obtaining, or asking the candidate to obtain, evidence from the National Recognition Information Centre for the UK which confirms whether or not the trainee s degree is comparable to UK British Bachelor, Masters or Doctorate level. The Statement of Comparability provided by NARIC as evidence cannot be used to establish the classification of the trainee s degree; this has to be done either by using the equivalence data in Overseas Equivalence Data document, or by making a professional assessment. 4.2 NARIC produced a set of independent data (see the Overseas Equivalence Data document) for the NCTL, to help ITT providers make assessments on whether overseas degrees were comparable to 2nd class honours and above. The study looked at all overseas degrees comparable to British Bachelor degree standard, and where the degree was comparable to an honours degree, equivalence to 2:2, 2:1 or 1st class honours was made, to help ITT providers determine the appropriate level of bursary award. The methodology used to produce the data is published on the DfE Grade comparisons of overseas qualifications webpage. UK NARIC does not recommend applying the methodology or the resulting dataset in other contexts. Please follow this link to the Overseas Equivalence Data grade comparisons document. 4.3 Please access the equivalency table (PDF, 1MB) via this link. Please contact the Funding team at if you require further assistance or if the country from where your trainee s degree originates is not included in the data. This data is intended as an advisory guide for ITT providers, and ITT providers must use their professional judgement in determining eligibility. 4.4 It is important to note that many overseas qualifications sit either above or below British Bachelor degree standard, and therefore will not be included in the data in the Overseas Equivalence Data document as they were outside of the original scope of the commissioned report. It is therefore important to seek a NARICsourced Statement of Comparability from the trainee to verify the actual degree itself before making any judgements about bursary eligibility. The data in the Overseas Equivalence Data document should not be used to inform judgements about the trainee s qualification in general, and should be used to make an informed decision on the level of bursary associated with degrees which have been found comparable to honours level. Page 14 of 39

16 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Assessing Overseas Bachelor s Degrees 4.5 Overseas undergraduate degrees that can be compared to a Bachelor s degree by NARIC, will usually have 3 outcomes: Comparable to British Bachelor (Ordinary) degree standard Comparable to British Bachelor degree standard; or Comparable to British Bachelor (Honours) degree standard British Bachelor (Ordinary) Degree Standard 4.6 Where the trainee s first degree is comparable to British Bachelor (Ordinary) degree standard, this means that the degree is based around a taught education, often multi-disciplinary, or with a broader range of subjects studied and more contact hours involved. 4.7 Comparison to British Bachelor (Ordinary) degree standard indicates that there is clear differentiation between the types of study programmes in that country. This means that the degree has been found to be below Honours level and therefore the trainee would not be eligible for a bursary in principle, as would be the case had the trainee undertaken an Ordinary or non-honours degree in the UK. Ordinary degrees are not eligible for discretionary bursary funding. British Bachelor Degree Standard 4.8 Where the trainee s first degree is comparable to British Bachelor degree standard, this usually means that a comparison cannot be drawn with either an Ordinary or Honours degree, and this statement acknowledges the differences that may exist between institutions and programmes on a national level. 4.9 Comparison to British Bachelor degree standard does not rule out the possibility of the qualification in a particular subject area or from a particular institution being comparable to an honours degree in the UK and therefore eligible for a bursary. Providers, if wishing to award a bursary, should use their professional judgement and consider all relevant information, including league tables for higher education institutions in that country, and any additional evidence of the trainee s own achievement to make an assessment. In these cases, providers may also wish to seek advice from UK institutions that have a high intake of overseas trainees If providers choose to award the bursary, this must be funded from their allocation. Page 15 of 39

17 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 British Bachelor (Honours) Degrees Without Grading 4.11 Where the trainee s first degree can be compared to British Bachelor Honours degree standard but there is no actual grading of the degree available as suggested by the equivalence data, providers may award a bursary at the initial 2:2 level for the appropriate ITT subject, providing they are satisfied that the trainee s degree is of the same depth and breadth as a degree with at least 2 nd class honours. Providers are also advised to seek a transcript of the trainee s degree if available. Use of Equivalence Data to Assign a Bursary Level 4.12 Provider judgements on overseas degree equivalence to UK degree classifications can be supported by the data in the Overseas Equivalence Data document, if the trainee s degree is equivalent to British Bachelor Honours degree standard, and has a grading available. Overseas degrees not equivalent to at least 2nd class honours as supported by the data in the Overseas Equivalence Data document are deemed equivalent to ordinary or 3rd class degrees, unless they have been compared to British Bachelor degree standard and the provider is able to defend their assessment that the individual s degree is equivalent to at least 2nd class honours. These bursaries can be funded from a provider s core allocation. Countries Not Included in the Equivalence Data 4.13 Where the data in the Overseas Equivalence Data document does not include the country from where the trainee holds their degree, or the data refers to a case-bycase analysis, then ITT providers should contact the Funding team at 4.14 Providers are reminded that they must hold full and transparent audit trails relating to core bursary payments which are made to trainees with overseas degrees which are not comparable to Honours level as confirmed by the data in the Overseas Equivalence Data and are equivalent to British Bachelor degree standard. Providers who have made bursary payments to trainees holding Ordinary degrees, or degrees which sit below Bachelor s level, will be required to repay the sums involved. Agreed exceptions to the Overseas Equivalence Data France 4.15 The M1 qualification, which is awarded after exiting the new 2 year French Masters programme, can be treated in the same way as a Maitrise if the trainee has successfully completed 2 semesters and holds 240 credits. Alternatively, trainees exiting the new Masters programme may request a Maitrise on exit. Page 16 of 39

18 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/ French trainees, who hold the Licence post 2009, and a score of 11, may be considered for bursary eligibility at 2:2 level. However, they must be able to demonstrate outstanding achievement and other merits in order to be considered. Colombia 4.17 The Licenciado and other Professional Titles obtained in Colombia are comparable to British Bachelor degree standard, due to the variance between institutions and programmes. However professional Licenciado titles which have been awarded an accreditation of excellence can be compared to British Bachelor (Honours) degree standard. Most institutions should be able to provide this confirmation, however it is also available on the Colombian National Council for Accreditation s website ( The NCTL will continue to review individual overseas degrees which may need further examination. The outcome of any reviews undertaken by NARIC will be published as new revisions to the equivalence data in the Overseas Equivalence Data Overseas Master and Doctoral Degrees 4.19 Trainees who hold overseas Masters and Doctoral degrees may be assessed for eligibility independently of the Overseas Equivalence Data. Providers must carry out the necessary checks on the trainee s overseas qualification that they would usually make when assessing eligibility for entry to an ITT course, and obtain a Statement of Comparability from NARIC or source confirmation from the trainee as advised in Section 4 of this guide Where a trainee s degree can be compared to UK Masters or Doctorate level, these degrees should be treated as equivalent, and the appropriate bursary award should be awarded for that ITT subject from the core bursary allocation as outlined in Section Any bursary awards for overseas Master s or Doctoral degrees which are not equivalent to a UK Master s or Doctoral degree may be funded from a provider s bursary fund. Providers must use their professional judgement to determine the level of bursary, but must be prepared to build a strong case for awarding a higher bursary award than their qualification would suggest. Trainees must hold an undergraduate degree of at least 2 nd class honours or above in addition to holding an overseas Masters or Doctorate degree to be eligible for an upgrade In exceptional cases, trainees who hold overseas Bachelor s and Master s or Doctoral degrees that both sit below British Bachelor Honours degree standard as confirmed by NARIC may be funded at the 2:2 level from a provider s core bursary allocation if the provider is able to provide a strong business case backed up by a full audit trail for bursary eligibility. Page 17 of 39

19 Further Education Initial Teacher Training: Bursary Guide - Academic Year 2014/15 Section 5 - Admissions 5.1 Providers will need to ensure those responsible for decisions on eligibility for the bursary are familiar with, or have access to, advice on the range of qualifications generally regarded as equivalent to a first (Bachelors) degree in the UK, including overseas qualifications, professional or vocational qualifications, and qualifications no longer available but held by mature applicants. 5.2 Providers will need to be aware of the range of degrees awarded by UK Institutions. It is for the provider to decide whether an individual s highest relevant academic qualification meets the bursary eligibility criteria, and whether a particular qualification demonstrates the breadth and type of academic engagement that would be expected from undertaking a Bachelors, Masters or Doctoral degree. 5.3 Providers that are not themselves degree-awarding bodies, or are unfamiliar with assessing the validity of academic qualifications, may wish to familiarise themselves with the Framework for Higher EducationQualifications inengland, Wales and Northern Ireland by the QAA. Page 18 of 39

20 Section 6 - Eligibility Criteria for Receiving the Bursary 6.1 For a trainee to be eligible to receive a bursary, the provider must ensure that, from the first day of training, the trainee meets, and then continues to meet, the criteria set out and explained below. The trainee must: 1. Be an eligible student for the provision of UK student support 2. Must be training through an eligible specialist programme, - English language, mathematics or SEN 3. Hold a UK first degree with at least 2 nd class honours, or equivalent, or be training in maths and hold a 3 rd class honours degree and have at least a grade B A level in maths 4. Not already hold QTS/QTLS, or be eligible to receive QTS/QTLS 5. Not be undertaking paid teaching work when receiving the bursary 6. Be taking a qualifying specialist ITT course at Level 5 or above, 7. Not already hold a full level 5 teaching qualification - PGCE or DTLLS 8. Not be taking any other ITT course, 9. Be notified by their ITT provider in writing that they are eligible, and 10. Comply with the terms and conditions of the bursary scheme. 11. Where relevant, have completed a maths SKE scheme within the agreed timescale Criterion 1: The trainee must be an eligible student for the provision of UK student support 6.2 To receive a training bursary the trainee must meet one or more of the definitions for being an eligible student to receive grants and loans towards tuition fees or living costs, as set out in the current Education (Student Support) Regulations 2011, part two (eligibility), no The only exceptions to this are for trainees who are ordinarily resident in the Channel Islands or Isle of Man. These trainees are not eligible to access the UK student support system, but this does not prevent them being eligible for the training bursary, so long as the trainees satisfy all other eligibility criteria. Criterion 2: The trainee must be training to teach through an eligible ITT specialist programme 6.4 Trainees will be training to teach English language, mathematics from basic to GCSE and level 3, or learners with SEN and be committed to teaching in the FE sector. Page 19 of 39

21 Criterion 3: The trainee must hold a UK first degree or equivalent, with at least 2 nd class honours, unless training in maths. 6.5 Providers should use the trainee s highest relevant academic qualification that aligns with a bursary tier, to determine eligibility for a bursary. If equivalents are being considered, providers should be confident that a trainee s academic qualification has the same level of breadth and depth that would be expected of a UK first degree or equivalent with at least 2 nd class honours. Trainees who are training in maths and hold a 3 rd class honours degree along with a B or above A level in maths are eligible(depending on whether they meet the other criteria ) to a tier 4 bursary of 9,000. Criterion 4: The trainee must not already hold QTS/QTLS, or be eligible to receive QTS/QTLS 6.6 Individuals who already hold QTS/QTLS on the first day of their ITT are not eligible. 6.7 Under current reciprocal arrangements, most qualified teachers from countries in the European Economic Area (EEA) or Switzerland are able to receive mutual recognition if they apply directly to the NCTL. From April 2013, teachers who qualified in Australia, Canada, New Zealand and the USA can also apply directly to the NCTL for QTS. Providers with such applicants should ask them to apply to the NCTL first. Those that are successful in their application will not need to take up an ITT place, and they will not be eligible for a bursary. Those that are unsuccessful in their application can be considered for eligibility. Criterion 5: The trainee must not be undertaking paid teaching work when receiving the bursary. 6.8 The bursary is designed to support the trainee whilst undertaking their initial teacher training and, in particular, their teaching practice. Trainees who undertake paid teaching whether full time, part time or on a sessional basis in a school or institution become ineligible to receive the bursary from the date they start this work. 6.9 Providers are advised to make it clear to trainees that they cannot undertake paid teaching work as outlined above and receive the bursary at the same time. Criterion 6: The trainee must be taking a qualifying specialist ITT course at Level 5 or above 6.10 To be eligible to receive a bursary, the trainee must be taking a qualifying ITT course at Level 5 or above. A qualifying course is one of the following Diplomas or an equivalent HEI qualification: Page 20 of 39

22 - Level 5 Diploma in Education and Training including a specialist pathway (QCF) o Level 5 Diploma in Education and Training (including teaching English: Literacy) o Level 5 Diploma in Education and Training (including teaching English: Literacy and ESOL) o Level 5 Diploma in Education and Training (including teaching Mathematics: Numeracy) o Level 5 Diploma in Education and Training (including teaching Disabled Learners) - One of the following Level 5 integrated specialist diplomas (QCF): o Level 5 Diploma in Education and Training (English: Literacy) o Level 5 Diploma in Education and Training (English: Literacy and ESOL) o Level 5 Diploma in Education and Training (Mathematics: Numeracy) o Level 5 Diploma in Education and Training (Disabled Learners) - Level 5 Diploma in Education and Training (QCF) on the condition that the provider is absolutely confident that the trainee has prior qualifications and exceptional experience or knowledge that a generic course can build on, to equip them to the same standards as the above two courses ie Diploma in Education and Training including a specialist pathway or Integrated Specialist Diplomas - perhaps by using and tailoring part of the (undefined) 45 optional credits to enhance the trainees knowledge/skills in English, maths or SEN; and effectively using the teaching practice element for the subject specialism. Note : For further information on specialist qualifications see the appropriate guidance produced by LSIS in May 2013 to support HEIs and Awarding Organisations to develop their respective specialist qualifications: LSIS May 2013 Teaching and Training Qualifications for the Further Education and Skills Sector in England (2013) Guidance for higher education institutions LSIS May 2013 Qualification Guidance for awarding organisations Level 5 Diploma in Education and Training (English: Literacy)/ (English: Literacy and ESOL)/ (Mathematics: Numeracy) (QCF) Level 5 Diploma in Teaching English: Literacy/ English: Literacy and ESOL/ Mathematics: Numeracy (QCF) These guidance documents specify the qualification content and teaching practice requirements. Page 21 of 39

23 Criterion 7: The trainee must not be taking any other ITT course, scheme or programme 6.11 To be eligible for the training bursary, trainees must not be undertaking any ITT course, training scheme or programme leading to QTS other than those specified in 6.10 above Criterion 8: The trainee must not already hold a level 5 teaching qualification eg PGCE or DTLLS To be eligible for the training bursary, trainees must not already hold a level 5 teaching qualification such as PGCE or DTLLS. Criterion 9: The trainee must be notified by their ITT provider in writing that they are eligible 6.13 The provider will determine whether a trainee is eligible to receive a bursary and whether they continue to receive it The trainee must be informed in writing, by their provider, that they are eligible. They do not become eligible for a bursary until the date the provider has made that determination and informed the trainee of their decision Providers should ensure that trainees are informed of whether they are eligible for the bursary, in good time before the start of their ITT course. Criterion 10: The trainee must comply with the terms and conditions of the new bursary scheme 6.16 Trainees must agree in writing to comply with the terms and conditions of the bursary scheme, including: promptly informing their ITT provider of any changes in their bank and address details promptly informing their provider of their intention to withdraw, and signing a declaration of understanding that they will be expected to seek a teaching post in the Further Education sector in England upon completion of their ITT if they are in receipt of a bursary Providers must make clear in their terms and conditions the bursary implications of not completing the course. Please see Section 7 on bursary payments for more detail The terms and conditions must also make clear how the ITT provider intends to pay the trainee. Please see Section 7 for more details on payment patterns If a trainee is found to be ineligible for the bursary, the provider must recover any payments that have been incorrectly paid to the trainee. Page 22 of 39

24 Criterion 11: The trainee must complete a maths SKE scheme within the agreed timescale 6.20 If as a condition of starting a maths ITT course the trainee is required to undertake a maths SKE programme, the trainee must complete that programme within the agreed timescale in order to continue entitlement to a bursary It is the provider s responsibility to assure themselves that the SKE programme has been completed to their satisfaction. This must be done to confirm that the candidate successfully complete the ITT programme. Where a trainee does not complete the SKE programme, entitlement to bursary should cease on the basis that they have not acquired the necessary knowledge to enable them to teach. Page 23 of 39

25 Section 7 Subject Knowledge Enhancement (SKE) Programmes for mathematics 7.1 Some people who apply for ITT with the potential to become outstanding maths teachers may not have enough specific subject knowledge to begin a maths ITT course. SKE programmes are pre-itt programmes designed to help these applicants gain the depth of subject knowledge needed to train to teach their chosen subject. These arrangements will only apply to the subject of maths, and only for pre service post graduate programmes. They are specifically to support those programmes which enable trainees to teach maths to GCSE and level ITT providers who are in receipt of HEFCE funding, or registered with the SFA as Registered Training Providers, and who are delivering post graduate, pre service maths training to at least GCSE level will be able to request funding for maths SKE programmes. 7.3 The offer of a maths SKE programme may only be made to trainees who have been offered a conditional FE maths ITT teaching place subject to satisfactory completion of the maths SKE Programme. 7.4 ITT providers may be able to offer the maths SKE programme themselves. Others may find it more cost effective to purchase appropriate maths provision from external providers. Some maths ITT providers may elect to combine together to facilitate the delivery of a cost effective maths programme. 7.5 In certain circumstances trainees who have accepted a place on a pre-itt maths SKE programme may be eligible for a maths SKE training bursary. 7.6 Maximum maths SKE programme and bursary funding rates are set out in the table below. The maths SKE bursary may not be claimed at the same time as claiming a maths ITT bursary. Programme length in Weeks Maximum Programme Funding Maximum bursary ( 200 a week) Total funding Up to 8 weeks 1,910 1,600 3,510 9 to 12 weeks 2,810 2,400 5, to 16 weeks 3,705 3,200 6, to 20 weeks 4,605 4,000 8, Full details of how the maths SKE programme will operate including the application, accounting and reporting arrangements are set out in the SKE Guide. Page 24 of 39

26 Section 8 Bursary payments 8.1 This section covers Bursary payments for ITT courses. Separate arrangements are available to pay bursaries for trainees who need to complete a maths SKE scheme, but trainees cannot get a SKE bursary at the same time as an ITT bursary. Full details are in the SKE Guidance. 8.2 ITT providers will receive monthly payments sufficient to cover the instalments for each eligible trainee they have reported (see also Section 8). Bursary awards should be paid in equal monthly instalments over the duration of the course. The standard payment months for full-time courses are October to July of the academic year. The payment structure for bursary awards of 9,000 and below is set out in Figure 5. Arrangements for the monthly payments to trainees commencing training at other times in the academic year will be provided separately. Figure 5: Bursary payment schedules for awards of 9,000 and below Bursary award Payment schedule 4, equal monthly instalments of 400, from October to July 9, equal monthly instalments of 900, from October to July 8.3 Trainees in receipt of the larger awards should receive two enhanced payments over the course of their training. 8.4 The bursary awards are not taxable; however they may be treated as capital income for the purposes of assessing income for trainees in receipt of state benefits. Providers are advised to direct trainees towards their local benefits office to check whether this may affect their state benefits. Bursary awards at 15,000 and above 8.5 Bursary awards that are set at 15,000 and above should be paid so that a trainee receives equal monthly installments for the duration of their course, but will also receive enhanced payments at two points during their training, which will make up their total bursary award. 8.6 The enhanced payments should be paid in the February of the trainee s ITT course and either July, or the final month in which the trainee successfully completes their ITT course. The trainee will have to satisfy two conditions in order to receive these enhanced payments, which are: That the trainee is present on programme at 1 January 2014 and, That the trainee completes their ITT programme. Page 25 of 39

27 8.7 The trainee would need to be on course at 1 January 2014 to receive the first enhanced payment, as this aligns with when the trainee has to be registered with the Student Loans Company (SLC) in order to receive student finance monies for their second term. The trainee would need to have completed the ITT course, to receive the second enhanced payment. Trainees who are on programme at 1 January 2014 but leave before the start of the second term payment point in February will not receive the first enhanced payment. 8.8 Figure 6 sets out the pattern of payments for trainees on full-time courses in receipt of awards that are set at 15,000 and above. Figure 6: Bursary payment schedules for awards at 15,000 and above to trainees studying full-time Bursary award Payment schedule 15, equal monthly instalments of 1,200, from October to July with enhanced payments of 1,500 in February and 1,500 in July or the final month in which the trainee completes the course 20, equal monthly instalments of 1,400, from October to July with enhanced payments of 3,000 in February and 3,000 in July or the final month in which the trainee completes the course Bursary awards at 12,000 and below for part-time and modular courses 8.9 Trainees on part-time courses may be paid in larger instalments over the duration of the course, but providers must ensure that no more than 50 per cent of the award is paid in any one instalment Providers can pay bursaries in instalments (eg at the start and end of the course and on completion). However, the payments should be not be weighted in such a way that they present cash flow problems to the trainee As part-time courses will span more than one academic year, providers may award the bursary outside the period of October to July. Providers are reminded that any bursary payments made after 31 July of the academic year will be included as expenditure for the following academic year Figure 7 sets out the payment patterns for paying the bursary to trainees on parttime or modular Page 26 of 39

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